Retirement Account Planning Post SECURE 2.0: The Final Regulations and 10 year Rule in Practice
Date: Tuesday, February 9, 2027
Time: 11:30 AM - 1:30pm
Location: Media's Towne House, Media, PA
Speaker: Martyn S. Babitz, Esq. of Archer & Greiner Law PC
The IRS finalized SECURE Act regulations in 2024 and we now have several years of practical experience with the 10-year rule for non-eligible designated beneficiaries. Marty will cover annual RMDs within the 10-year window, surviving spouse elections, the new rules for trusts as beneficiaries, and Roth conversion strategies that take advantage of the OBBBA tax brackets.
